If you are switching between Autotask and ConnectWise, there are some things to be aware of with the transition. Plus, you will need to submit a support ticket to request that we reset your cached PSA identifiers.
From Autotask to ConnectWise
- In CloudRadial, you will need to edit each company and assign them a new PSA identifier.
- There are no child companies in ConnectWise and child companies should be migrated to ConnectWise sites during your PSA migration.
From ConnectWise to Autotask
- In CloudRadial, you will need to edit each company and assign them a new PSA identifier.
- ConnectWise sites can be migrated either to Autotask locations or child companies. If using child companies, there is an additional tab when editing a company labeled "Child Accounts" to add the correct entries.
- Contact Type Mapping is not available in the CloudRadial Autotask integration.
- Autotask requires both Status and Priority be submitted with a ticket. By default, use the @DefaultStatus and @DefaultPriority tokens.
From ConnectWise or Autotask to another PSA.
- CloudRadial only supports ConnectWise and Autotask with a direct API integration. Use the Email PSA type and make sure tickets are routed to the correct support email address.
- Office 365 will become your only source for syncing users.
Submit a Support Ticket
Be sure and submit a ticket to support@cloudradial.com so that we can make the backend changes to enable syncing. We will need to:
- Clear PSA IDs and identifiers from companies
- Clear PSA IDs from users
- Clear PSA site IDs from users
- Clear existing company child/site linkages (subaccounts)
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